Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$23.5M Buy
723,050
+127,100
+21% +$4.28M 0.01% 582
2026
Q2 		$18.9M Buy
595,950
+114,000
+24% +$3.62M 0.01% 627
2026
Q1 		$14.8M Buy
481,950
+183,950
+62% +$5.58M 0.01% 645
2025
Q4 		$8.17M Buy
298,000
+86,400
+41% +$2.35M ﹤0.01% 697
2025
Q3 		$5.78M Buy
211,600
+111,100
+111% +$3.03M ﹤0.01% 719
2025
Q2 		$2.66M Buy
+100,500
New +$2.62M ﹤0.01% 773

Other funds holding SCHD

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SCHD Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q3 2026, buying an estimated $4.28M and bringing the position to 723,050 shares worth $23.5M. The position accounts for 0.01% of the portfolio, ranked #582.

Sumitomo Mitsui Trust Group first reported a position in SCHD in Q2 2025 and has held it in 6 quarters since. 1,815 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 723,050 shares of Schwab US Dividend Equity ETF worth $23.5M as of Q3 2026.
  • Sumitomo Mitsui Trust Group bought 127,100 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $4.28M.
  • Schwab US Dividend Equity ETF made up 0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #582 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.